Cambridge Trust’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Cambridge Trust’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$42.4K	Hold	492	–	–	﹤0.01%	443
2023 Q4	$36.8K	Sell	492 -138	-22%	-$9.44K	﹤0.01%	449
2023 Q3	$40.1K	Hold	630	–	–	﹤0.01%	439
2023 Q2	$41.3K	Hold	630	–	–	﹤0.01%	453
2023 Q1	$35.6K	Hold	630	–	–	﹤0.01%	473
2022 Q4	$29K	Sell	630 -144	-19%	-$6.9K	﹤0.01%	504
2022 Q3	$36K	Sell	774 -114	-13%	-$6.01K	﹤0.01%	490
2022 Q2	$44K	Buy	888 +114	+15%	+$6.25K	﹤0.01%	497
2022 Q1	$50K	Hold	774	–	–	﹤0.01%	530
2021 Q4	$57K	Buy	+774	New	+$55.6K	﹤0.01%	504

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cambridge Trust's IGM Position: Q1 2024 in Review

Cambridge Trust held its iShares Expanded Tech Sector ETF (IGM) position steady in Q1 2024 at 492 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Cambridge Trust first reported a position in IGM in Q4 2021 and has held it in 10 quarters since. The position peaked at $57K in Q4 2021. 339 funds tracked by Wall St. Rank hold IGM as of Q1 2024.

Cambridge Trust held 492 shares of iShares Expanded Tech Sector ETF worth $42.4K as of Q1 2024.
Cambridge Trust left its iShares Expanded Tech Sector ETF share count unchanged in Q1 2024.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #443 holding.
Cambridge Trust first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 10 quarters since.
Cambridge Trust's iShares Expanded Tech Sector ETF position peaked at $57K in Q4 2021.
339 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.